See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,743 | $109,881+5.3% | $150,045-22.9% | $84,808+36.5% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.4pp | 68.3%+19.4pp |
| Annual return | 14.64% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,662 | $3,561+59.0% | $4,693+20.6% | $2,631+115.2% |
| Participant deferral / active EE | $8,419 | $6,636+26.9% | $7,997+5.3% | $4,212+99.9% |
| Admin fee / account holder | $29,379 | $8,568+242.9% | $13,435+118.7% | $7,344+300.1% |